HG Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
HG Wealth Management provides financial planning, investment consultation, and ongoing investment supervisory services to individual investors and to entities such as trusts, estates, foundations, charities, and businesses including retirement plans. Its advice covers retirement and college planning, estate and tax coordination, risk management, and implementation of investment strategies.
The firm uses a Core + Satellite investment approach, combining indexed core holdings with selected active satellite positions and drawing on both fundamental and technical analysis to set asset allocation and select managers. It delivers tailored engagements ranging from modular reviews to comprehensive plans and can manage accounts on either a discretionary or non‑discretionary basis while coordinating with clients’ other professionals.
What is notable about the firm is its relatively small client roster managing roughly $34.5 million in client assets, which results in a concentrated advisor-to-client relationship compared with many peers. The firm also offers educational workshops for groups on financial and investment topics—a service less commonly offered by independent advisors and presented as general education rather than product sales.
Client services
Expertise
Occupation focus
Fee options
Fixed fees ranging from $1,000 to $10,000 annually for financial planning and investment consultation services
$0 - $499,999: 1.25% (125 basis points) $500,000 - $999,999: 1.00% (100 basis points) $1,000,000 - $1,999,999: 0.90% (90 basis points) $2,000,000 - $4,999,999: 0.70% (70 basis points) $5,000,000+: 0.60% (60 basis points)
$250 per hour with a one-hour minimum billed in 15-minute increments
Account minimum: $500,000 Minimum fee: Minimum annual fee of $4,000, billed quarterly in arrears Fee-only: Fixed fees typically ranging from $1,000 to $10,000 annually; hourly fees at $250 per hour with a one-hour minimum
Main office
401 N Michigan Ave, Suite 1200
Chicago IL 60611
Advisors at this office
1
Most active in
Illinois · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)